Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1613
2025
Q1
Sell
-82,645
Closed -$789K 1536
2024
Q4
$789K Buy
82,645
+40,801
+98% +$390K ﹤0.01% 431
2024
Q3
$422K Buy
41,844
+11,956
+40% +$121K ﹤0.01% 393
2024
Q2
$230K Buy
+29,888
New +$230K ﹤0.01% 549
2024
Q1
Hold
0
1138